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Crawl NetSuite

Extract metadata from NetSuite record types and record fields into Atlan's data catalog to enable data discovery and governance. This guide provides step-by-step instructions to set up a crawler workflow for NetSuite in Atlan.

Prerequisites​

Before you begin, make sure you have:

Create crawler workflow​

  1. In the top right of any screen in Atlan, navigate to +New and click New Workflow.
  2. From the Marketplace page, click NetSuite Assets.
  3. In the right panel, click Setup Workflow.

Configure authentication​

  1. Account ID: Enter your NetSuite account ID (found in Setup > Company > Company Information in NetSuite).
  2. Consumer Key: Enter the consumer key from your NetSuite integration record.
  3. Consumer Secret: Enter the consumer secret from your NetSuite integration record.
  4. Token ID: Enter the token ID from your NetSuite access token.
  5. Token Secret: Enter the token secret from your NetSuite access token.
  6. Click Test Authentication to confirm connectivity to NetSuite.
  7. Once authentication is successful, navigate to the bottom of the screen and click Next.

Configure connection​

  1. Connection Name: Provide a name that represents your source environment. For example, you might use values like production, development, sandbox, or erp.
  2. Connection Admins: Modify the users or groups who can manage this connection. If you don't specify any user or group, no one can manage the connection - not even admins.
  3. Navigate to the bottom of the screen and click Next to proceed.

Run crawler​

  1. To check for any permissions or other configuration issues before running the crawler, click Preflight checks.
  2. You can either:
    • To run the crawler once immediately, at the bottom of the screen, click the Run button.
    • To schedule the crawler to run hourly, daily, weekly, or monthly, at the bottom of the screen, click the Schedule Run button.

Once the crawler completes, you can see the assets on Atlan's asset page!

See also​